REACHING OUT, TOUCHING LIVES
WARREN & ASSOCIATES
SP-WARREN
Authorised representative of AIA Singapore Private Limited (Reg. No. 201106386R)
Para-Planner Mentorship
Curious about a career in financial advisory?
Start behind the scenes as a Para-Planner!
Most people think financial advisory is just about making cold calls and chasing sales targets.
Not us.
At Warren & Associates, we believe great advisors are built through structured mentorship, hands-on learning, and a genuine commitment to client goals.
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As a Para-Planner, you don't start by selling.
You start by learning through paid, hands-on exposure to real financial planning work, so you can build the foundational knowledge and judgement needed to understand what clients truly need.
And when you're ready to progress into advisory, you'll be better equipped to make recommendations that genuinely add value to their lives.
What You'll Learn & Contribute To
You’ll shadow our senior leaders in real client consultations, assist in drafting customised wealth blueprints, and learn the art of legacy planning from the ground up.
You'll also have access to support and resources for your licensing examinations.
Personalised Financial Planning
Learn how client goals are organised into savings, investment, protection, retirement, and wealth planning strategies.
Financial Goal Mapping
Use planning tools and Excel-based analysis to project future cash flow, retirement needs, and long-term financial goals.
Presentation & Report Preparation
Prepare client materials using Keynote or PowerPoint, and assist in generating financial reports that make planning recommendations clear and understandable.
Estate & Legacy Planning
Support documentation and preparation work for estate planning, legacy planning, and will-writing matters.
Client Exposure
Shadow senior consultants during real consultations and learn how professional advisory conversations are conducted.
Licensing Support & Career Progression
Build the foundation to progress towards becoming a full-fledged Financial Advisor through hands-on exposure, mentorship, structured learning, and support for licensing examinations (including the CMFAS RES5, M9, M9A & HI papers).
Requirements
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Singapore citizen / PR
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At least 21 years old
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Academic requirements:
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GCE “A” levels / International Baccalaureate (IB) Diploma
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Polytechnic diploma
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Other equivalent or higher qualification
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